Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235B
AUM Growth
+$23.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,511
New
Increased
Reduced
Closed

Top Buys

1
+$727M
2
+$720M
3
+$681M
4
HLT icon
Hilton Worldwide
HLT
+$575M
5
WMB icon
Williams Companies
WMB
+$343M

Top Sells

1
+$1.38B
2
+$942M
3
+$888M
4
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
+$394M
5
NVE
NV ENERGY, INC
NVE
+$358M

Sector Composition

1 Technology 9.15%
2 Financials 8.94%
3 Healthcare 7.57%
4 Energy 7%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3026
$2.92M ﹤0.01%
100,476
-17,444
3027
$2.92M ﹤0.01%
88,317
-59,978
3028
$2.92M ﹤0.01%
367,289
-168,077
3029
$2.91M ﹤0.01%
48,001
+875
3030
$2.91M ﹤0.01%
159,840
-39,791
3031
$2.91M ﹤0.01%
+70,030
3032
$2.91M ﹤0.01%
148,372
-7,681
3033
$2.9M ﹤0.01%
116,942
-24,362
3034
$2.9M ﹤0.01%
98,439
+54,326
3035
$2.9M ﹤0.01%
248,932
-32,443
3036
$2.89M ﹤0.01%
75,181
+57,748
3037
$2.89M ﹤0.01%
56,696
-3,427
3038
$2.89M ﹤0.01%
51,499
-5,398
3039
$2.89M ﹤0.01%
89,256
-24,272
3040
$2.88M ﹤0.01%
78,425
-19,423
3041
$2.88M ﹤0.01%
341,710
-90,638
3042
$2.88M ﹤0.01%
228,487
+1,327
3043
$2.88M ﹤0.01%
33,552
-5,755
3044
$2.87M ﹤0.01%
212,609
-308,758
3045
$2.87M ﹤0.01%
74,625
+32,696
3046
$2.87M ﹤0.01%
41,579
+23,158
3047
$2.85M ﹤0.01%
118,299
+9,235
3048
$2.85M ﹤0.01%
2,599
-238
3049
$2.85M ﹤0.01%
93,143
-24,425
3050
$2.84M ﹤0.01%
124,800
+4,395
120 121
122
123 124